Investment Vehicles
Just a slice, please. This investment type represents a partial ownership of a company.
What is a stock?
This strategy involves not putting all of your eggs in one basket.
What is diversification?
Going for gold! In the Strategic Asset Allocation Model, this portfolio model allocates the highest percentage—93%—to equity investments and 0% to fixed income.
What is the growth model?
Better be SMART when you come up with this.
What are investment goals?
The more, the merrier! This strategy mixes investments to match your goals and risk tolerance.
What is asset allocation?
This investment type which shares a last name with James, symbolizes a loan to a corporation or government.
What is a bond?
“Set and forget it.” This low-effort strategy tries to match the market rather than trying to beat it.
What is passive investing?
Taking no chances: This strategic asset allocation model includes the most fixed income
What is the conservative model?
Play it safe or let it ride, either way, you better consider your.
What is risk tolerance?
What a rollercoaster! This term describes how much an investment’s value goes up or down.
What is volatility?
According to Bonnie, you’re better off going to Las Vegas than investing in this digital investment.
What is Cryptocurrency?
This hands-on strategy relies on frequent buying and selling in an attempt to outperform the market.
What is active investing (trading)?
Read the sign: cash only. The percentage of cash & cash alternatives each model recommends in a portfolio
What is 2%?
Happy Spouse, Headed South? - If this event happens, you'd better update your plans.
What is divorce?
Your portfolio is a little off. Time to straighten things out with this strategy that keeps your investments aligned!
What is rebalancing?
Feeling lucky? This investment type requires you to buy now and trade later at a set price.
What are futures?
Slow and steady wins the race. This long-term strategy involves regularly investing, regardless of market conditions.
What is dollar-cost averaging?
Bring in the crystal ball, this strategic asset allocation model features alternative investments/managed futures as an investment.
What is the growth model?
10, 20, 30 sold - You better not underestimate this feature and let the well run dry.
What is life expectancy?
Is it a bargain or not worth it? This process helps you figure out what an investment is truly worth.
What is valuation?
It’s time for happy hour: This investment type is only traded after the bell rings.
What is a mutual fund?
Today, Tomorrow, Forever?. This strategy staggers maturity dates of fixed income investments by purchasing bonds to reduce risk and increase liquidity.
What is a bond/CD ladder?
Time to think: The asset allocation model Bonnie stated she follows in class and recommends for us as we start our careers.
What is the moderate growth model?
100 Meter or Marathon, better know before you go
What is the time horizon?
No need to sweat about the small stuff! This specific risk can be eliminated if you spread it out.
What is diversifiable risk?